Latest Tower Wealth Partners, Inc. Stock Portfolio

Tower Wealth Partners, Inc. Performance:

2025 Q3: 1.95%YTD: 2.88%2024: -1.91%

Performance for 2025 Q3 is 1.95%, and YTD is 2.88%, and 2024 is -1.91%.

About Tower Wealth Partners, Inc. and 13F Hedge Fund Stock Holdings

Tower Wealth Partners, Inc. is a hedge fund based in LEWISBURG, PA. On 28-Apr-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $259.2 Millions. In it's latest 13F Holdings report, Tower Wealth Partners, Inc. reported an equity portfolio of $182.1 Millions as of 30 Sep, 2025.

The top stock holdings of Tower Wealth Partners, Inc. are CDC, BIL, DIAL. The fund has invested 12.3% of it's portfolio in VICTORY PORTFOLIOS II and 11.5% of portfolio in SPDR SERIES TRUST.

The fund managers got completely rid off APOLLO GLOBAL MGMT INC, BROWN & BROWN INC (BRO) and KINDER MORGAN INC DEL (KMI) stocks. They significantly reduced their stock positions in COSTCO WHSL CORP NEW (COST), HONEYWELL INTL INC (HON) and BROADCOM INC (AVGO). Tower Wealth Partners, Inc. opened new stock positions in ROBINHOOD MKTS INC (HOOD), CORNING INC (GLW) and REDDIT INC. The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), SPDR SERIES TRUST (BIL) and PALANTIR TECHNOLOGIES INC (PLTR).

Tower Wealth Partners, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Tower Wealth Partners, Inc. made a return of 1.95% in the last quarter. In trailing 12 months, it's portfolio return was 3.39%.

New Buys

Ticker	$ Bought
robinhood mkts inc	318,003
corning inc	313,929
reddit inc	259,659
agnico eagle mines ltd	259,414
emcor group inc	258,517
applovin corp	251,489
novartis ag	240,065
royal bk cda	220,096

New stocks bought by Tower Wealth Partners, Inc.

Additions

Ticker	% Inc.
meta platforms inc	39.15
spdr series trust	33.75
palantir technologies inc	17.37
chevron corp new	10.16
cme group inc	9.13
proshares tr	8.71
american express co	8.41
invesco exch traded fd tr ii	7.63

Additions to existing portfolio by Tower Wealth Partners, Inc.

Reductions

Ticker	% Reduced
costco whsl corp new	-40.38
honeywell intl inc	-20.76
broadcom inc	-19.98
jpmorgan chase & co.	-11.75
rtx corporation	-11.47
exxon mobil corp	-10.04
caterpillar inc	-9.39
international business machs	-7.94

Tower Wealth Partners, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
kinder morgan inc del	-226,468
medtronic plc	-224,027
brown & brown inc	-273,184
apollo global mgmt inc	-295,941
texas instrs inc	-203,468
darden restaurants inc	-207,725

Tower Wealth Partners, Inc. got rid off the above stocks

Sector Distribution

Tower Wealth Partners, Inc. has about 76.3% of it's holdings in Others sector.

Sector	%
Others	76.3
Healthcare	7.1
Technology	5.1
Consumer Cyclical	2.4
Financial Services	2.2
Energy	1.6
Industrials	1.5
Consumer Defensive	1.4
Communication Services	1.4
Utilities	1.1

Market Cap. Distribution

Tower Wealth Partners, Inc. has about 17.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	76.3
MEGA-CAP	9.2
LARGE-CAP	8.3
MICRO-CAP	6

Stocks belong to which Index?

About 22.2% of the stocks held by Tower Wealth Partners, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	77.8
S&P 500	16
RUSSELL 2000	6.2

Top 5 Winners (%)		%
GOOG	alphabet inc	37.9 %
PLTR	palantir technologies inc	27.4 %
APH	amphenol corp new	24.7 %
ABBV	abbvie inc	24.1 %
CAT	caterpillar inc	22.9 %

Top 5 Winners ($)		$
IJR	ishares tr	0.8 M
AAPL	apple inc	0.5 M
AMLX	amplify etf tr	0.5 M
QQQ	invesco qqq tr	0.2 M
HD	home depot inc	0.1 M

Top 5 Losers (%)		%
ACN	accenture plc ireland	-17.5 %
TDG	transdigm group inc	-12.8 %
OKE	oneok inc new	-10.4 %
HON	honeywell intl inc	-9.6 %
WSO	watsco inc	-8.3 %

Top 5 Losers ($)		$
PG	procter and gamble co	-0.1 M
ACN	accenture plc ireland	-0.1 M
OKE	oneok inc new	0.0 M
TDG	transdigm group inc	0.0 M
HON	honeywell intl inc	0.0 M

Tower Wealth Partners, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Tower Wealth Partners, Inc.

Tower Wealth Partners, Inc. has 90 stocks in it's portfolio. About 72.3% of the portfolio is in top 10 stocks. PG proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Tower Wealth Partners, Inc. last quarter.

Last Reported on: 07 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.55	11,107	2,828,180	added	5.41

ABBV	abbvie inc	0.20	1,569	363,286	added	2.08

ACN	accenture plc ireland	0.13	967	238,462	reduced	-5.38

ADP	automatic data processing in	0.15	942	276,477	added	5.25

AEMB	american centy etf tr	0.80	14,724	1,465,480	added	4.23

AFLG	first tr exchng traded fd vi	6.43	350,459	11,712,300	reduced	-0.36

ALTS	proshares tr	0.69	14,667	1,251,680	added	8.71

AMGN	amgen inc	0.17	1,094	308,727	reduced	-1.8

AMLX	amplify etf tr	6.04	246,825	11,001,000	reduced	-0.05

AMZN	amazon com inc	0.66	5,500	1,207,640	added	2.33

APD	air prods & chems inc	0.12	774	211,085	added	0.78

APH	amphenol corp new	0.29	4,251	526,061	added	2.06

APP	applovin corp	0.14	350	251,489	new

ARES	ares management corporation	0.12	1,325	211,854	added	2.47

AVGO	broadcom inc	0.29	1,578	520,598	reduced	-19.98

AXP	american express co	0.44	2,398	796,520	added	8.41

BIL	spdr series trust	11.51	200,549	20,959,400	reduced	-0.95

BIL	spdr series trust	1.54	50,711	2,805,840	added	7.32

BIL	spdr series trust	0.24	4,724	433,427	added	33.75

BRO	brown & brown inc	0.00	0.00	0.00	sold off	-100